Corporate Security Program Client Onboarding Guide
Welcome to Your Corporate Security Program
Annual security management for organizations with multiple sites or complex needs.
What to Expect
A fully managed, enterprise-wide security program. Your dedicated account manager becomes a long-term partner — coordinating assessments across all locations, building your training program, supporting compliance efforts, and providing strategic guidance throughout the year.
Your Engagement Process
Discovery & Scoping
We begin with a comprehensive discovery process to understand your organization's structure, locations, risk profile, and security objectives.
- Executive discovery call
- Facility and operations inventory
- Risk profile and compliance requirements review
- Custom program scope and pricing proposal
- NDA and engagement agreement execution
Baseline Assessment (All Locations)
Your dedicated account manager coordinates assessments across all locations to establish a comprehensive security baseline.
- On-site assessments at all locations
- Standardized assessment methodology
- Cross-location vulnerability comparison
- Baseline security report for each site
- Enterprise-wide risk summary
Annual Review Cycle
We establish a structured annual review cycle with scheduled assessments, training, and policy updates at each location.
- Annual assessment schedule for all sites
- Coordinated scheduling with your facilities team
- Progress tracking against baseline
- Year-over-year improvement reporting
Staff Training & Policy Program
Your account manager develops and delivers a consistent security awareness and training program across your organization.
- Security awareness training curriculum
- Policy and procedure development
- Manager and supervisor training
- New hire security orientation materials
Ongoing Advisory & Incident Support
Your dedicated account manager is available throughout the year for incident consulting, compliance support, and strategic guidance.
- Priority scheduling and SLA
- Incident response consulting
- Compliance audit support
- Quarterly executive briefings
- Annual program review and renewal
What You Receive
- Multi-location baseline assessments
- Annual security review cycle for all sites
- Staff training and security awareness program
- Policy and procedure development
- Compliance audit support
- Incident response consulting
- Dedicated account manager
- Priority scheduling and SLA
- Quarterly executive briefings
- Annual enterprise-wide security report
How to Prepare
- Facility AccessEnsure all areas — including back-of-house, server rooms, and loading docks — are accessible during the assessment.
- System DocumentationGather documentation for existing CCTV, access control, alarm systems, and visitor management platforms.
- Incident HistoryCompile any past security incidents, near-misses, or employee safety concerns for the consultant to review.
- Compliance RequirementsNote any industry regulations or compliance standards (PCI, HIPAA, SOC 2, etc.) that apply to your facility.
- Org Chart / Security ContactsIdentify who is responsible for security decisions so the consultant can tailor recommendations appropriately.
- Location InventoryPrepare a list of all locations to be included in the program, with addresses, square footage, and primary contacts.
- Compliance RequirementsCompile all applicable regulatory and compliance requirements across your organization for the scoping call.
Everything Included in Your Package
Frequently Asked Questions
This agreement form is only available via the personalized link sent to you by your consultant. Please use the link from your onboarding email to access and complete this section.
Questions Before Your Assessment?
Our team is here to answer any questions and make sure you're fully prepared. Reach out any time before your scheduled engagement.